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Navigator Financial

Your way to success. Relationships Built on Trust. Providing Clear Direction in a World of Uncertainty. The Education and Experience to make a Difference. Welcome to Navigator Financial. Financial planning is a dynamic process that changes throughout your lifetime. History is littered by many stories of successful people who failed. Who are the people and organizations that matter to you? How Can We Help? Manulife Securities Investment Services Inc. is one of Canada's leading mutual fund dealerships ...

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Your way to success. Relationships Built on Trust. Providing Clear Direction in a World of Uncertainty. The Education and Experience to make a Difference. Welcome to Navigator Financial. Financial planning is a dynamic process that changes throughout your lifetime. History is littered by many stories of successful people who failed. Who are the people and organizations that matter to you? How Can We Help? Manulife Securities Investment Services Inc. is one of Canada's leading mutual fund dealerships ...
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3 mission
4 statement of principles
5 corporate values
6 references
7 meet the team
8 services
9 our services
10 grow your wealth
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Navigator Financial | navigatorfinancial.com Reviews

https://navigatorfinancial.com

Your way to success. Relationships Built on Trust. Providing Clear Direction in a World of Uncertainty. The Education and Experience to make a Difference. Welcome to Navigator Financial. Financial planning is a dynamic process that changes throughout your lifetime. History is littered by many stories of successful people who failed. Who are the people and organizations that matter to you? How Can We Help? Manulife Securities Investment Services Inc. is one of Canada's leading mutual fund dealerships ...

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1

About Us | Navigator Financial

http://www.navigatorfinancial.com/about-us

8220;We endeavour to provide our clients with personal and comprehensive financial planning and direction in order to assist them in reaching their financial goals today and tomorrow.”. Our relationship with our clients includes the development of a personal financial plan to achieve their financial goals. As part of this plan, we review and evaluate the investment, insurance, banking, retirement, estate and tax planning aspects of each client’s situation. Every six months all clients receive a summary o...

2

Meet the Team | Navigator Financial

http://www.navigatorfinancial.com/our-team

8220;Teamwork is the ability to work together toward a common vision. It is the ability to direct individual accomplishment toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”. 8211; Andrew Carnegie. Each member of our team has extensive industry experience and education, giving them the knowledge and confidence for effective decision making and efficient implementation. John Kok, Senior Financial Advisor / President. Connie Davis, Office Manager.

3

Protect Your Wealth | Navigator Financial

http://www.navigatorfinancial.com/services/protect-your-wealth

History is littered by many stories of successful people who failed. They were on their way to a great financial future but either failed to heed the warning signs or simply didn’t see them coming. There are two major areas of practice that we utilize in addressing the issue of protecting your wealth, 1) Risk Management and 2) Estate Planning. In all aspects of planning, but of particular importance to this aspect of protecting your wealth is to establish your estate plan. This involves creating a Wi...

4

Create a Legacy | Navigator Financial

http://www.navigatorfinancial.com/services/create-a-legacy

The third aspect of our planning is creating your legacy. Although this type of planning is often associated with older individuals, it is readily available for anyone who has the heart for this type of special planning. Besides a Will, there are a number of other options available to assist you in creating an effective and enhanced legacy. We will explore the various options and help you to select the one that best suits your situation. Sharing your legacy may also mean arranging to continue you...Our a...

5

Grow Your Wealth | Navigator Financial

http://www.navigatorfinancial.com/services/grow-your-wealth

Start with the End in Mind. We start with the end in mind. What are your long term financial goals and objectives? What are your dreams and desires for your future? In our planning, we help you to articulate a vision for your future, the strategic steps to realize that vision and your personal roadmap . Once a plan is established, we review it with you periodically to ensure we are still on the right path. Reviewing your Current Planning. 6 Steps to Financial Planning. Clarify their responsibilities as y...

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Welcome to Duchy Navigator. Welcome to Duchy Navigator in St Ives, Cornwall. Duchy Navigator Financial Services. Contact us by telephone on - 01736 798662. At the end of 2012 we were examining the ways that we could further improve our service to you whilst still remaining accessible and locally based. After long research and deliberation we decided to merge with another locally based business which shares our ethical standards and focus, Duchy Independent Financial Advisers Ltd. If you need an Independe...

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Your way to success. Relationships Built on Trust. Providing Clear Direction in a World of Uncertainty. The Education and Experience to make a Difference. Welcome to Navigator Financial. Financial planning is a dynamic process that changes throughout your lifetime. History is littered by many stories of successful people who failed. Who are the people and organizations that matter to you? How Can We Help? Manulife Securities Investment Services Inc. is one of Canada's leading mutual fund dealerships ...

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We appreciate you, as well as the time and effort you have invested to stop by and visit us for a few moments. Thank you for doing so. We’re not naive enough to think that this, or any website, would be enough to convince you to make a decision as personal and important as whom to trust with your family’s future. Nothing but a face to face meeting or two, along with perhaps a personal introduction from a close friend or family member, should help you make that decision. How do you get paid? Your employer...

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